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2. Do I Need to Report 401(k) and IRA Rollovers on My Taxes?

   www.aol.com/report-401-k-ira-rollovers-144027135...

   A 401(k) rollover is like a retirement savings suitcase – it carries your assets from one 401(k) plan to another or to an individual retirement account (IRA). The process makes changing jobs or ...

3. How to roll over your 401(k) in 5 easy steps

   www.aol.com/finance/roll-over-401-k-5-175006857.html

   Follow these five steps to get started on your 401 (k) rollover: Decide what kind of account you want. Decide where you want the money to go. Open your account and find out how to conduct a ...

4. How to prep your investment tax documents for tax day - AOL

   www.aol.com/finance/prep-investment-tax...

   A rollover means you get a 1099-R: If you roll over a 401(k) account or convert a traditional IRA to a Roth IRA, then you’ll get a 1099-R. The form may mean you owe taxes on the rollover or it ...

5. Form 1099-OID - Wikipedia

   en.wikipedia.org/wiki/Form_1099-OID

   Form 1099-OID. In the United States, a Form 1099-OID is a tax form intended to be submitted to the Internal Revenue Service by the holder of debt instruments (such as bonds, notes, or certificates) which were discounted at purchase to report the taxable difference between the instruments' actual value and the discounted purchase price.

6. Dave Ramsey: 4 Easy Steps To Roll Over Your 401(k) to an IRA

   www.aol.com/dave-ramsey-4-easy-steps-160007032.html

   If not, choose a no-fee bank or brokerage that offers the type you want and get started. 3. Request a Direct Rollover From Your 401 (k) Administrator. You can transfer your funds either through a ...

7. 60-day rollover rule: What retirement investors need to know

   www.aol.com/finance/60-day-rollover-rule...

   The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...

8. 1099-OID fraud - Wikipedia

   en.wikipedia.org/wiki/1099-OID_fraud

   1099-OID fraud. 1099 OID fraud is a common scam used to obtain money from the U.S. Internal Revenue Service (IRS) by filing false tax refund claims. [1] Form 1099-OID is intended to be submitted to the IRS by the holder of debt instruments (such as bonds, notes, or certificates) which were discounted at purchase to report the taxable difference ...

9. Employee Stock Ownership Plan - Wikipedia

   en.wikipedia.org/wiki/Employee_Stock_Ownership_Plan

   An Employee Stock Ownership Plan ( ESOP) in the United States is a defined contribution plan, a form of retirement plan as defined by 4975 (e) (7)of IRS codes, which became a qualified retirement plan in 1974. [1] [2] It is one of the methods of employee participation in corporate ownership. According to an analysis of data provided by the ...